Beginner’s Guide to Switching from Excel to Power BI Dashboards

Beginner’s Guide to Switching from Excel to Power BI Dashboards

If you’ve ever juggled 15 Excel files, 10 pivot tables, and 5 charts just to answer one client’s question then you’re not alone. Many professionals begin their data journey in Excel, and for good reason: it’s powerful, familiar, and flexible. But as your data grows and reporting needs scale, Power BI becomes a natural next step and not a replacement, but an evolution.

Let’s walk through the journey from Excel to Power BI, the mindset shift it involves, and how to make the most of both tools together.

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